+31.5%
BKNG vs SUI
+17.9%
+13.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | -6.3% | -2.4% | -3.9% | -5.6% |
| 30D | +1.1% | +3.3% | -2.2% | +0.3% |
| 3M | -24.6% | +0.7% | -25.2% | -24.6% |
| 6M | +2.0% | -4.1% | +6.2% | +2.9% |
| YTD | -24.7% | -1.8% | -22.9% | -24.3% |
| 1Y | -20.0% | -4.1% | -15.9% | -19.2% |
| All | +31.5% | +17.9% | +13.5% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling